FFA
ELV icon

Florida Financial Advisors’s Elevance Health ELV Stock Holding History

Florida Financial Advisors’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-599
Closed -$210K – 323
2025
Q4 		$210K Buy
+599
New +$202K 0.06% 265
2025
Q3 		– Sell
-580
Closed -$225K – 272
2025
Q2 		$225K Sell
580
-164
-22% -$66K 0.07% 244
2025
Q1 		$324K Buy
744
+38
+5% +$15.3K 0.13% 164
2024
Q4 		$261K Sell
706
-55
-7% -$23K 0.12% 155
2024
Q3 		$396K Buy
761
+173
+29% +$92.4K 0.2% 95
2024
Q2 		$319K Buy
588
+22
+4% +$11.6K 0.19% 91
2024
Q1 		$293K Buy
+566
New +$281K 0.22% 85

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Florida Financial Advisors's ELV Position: Q1 2026 in Review

Florida Financial Advisors sold out of Elevance Health (ELV) in Q1 2026, closing a stake of 599 shares — an estimated $210K sold.

Florida Financial Advisors first reported a position in ELV in Q1 2024 and held it in 7 quarters. The position peaked at $396K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

  • Florida Financial Advisors reported no remaining Elevance Health position as of Q1 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 599 Elevance Health shares in Q1 2026, an estimated $210K.
  • Florida Financial Advisors first reported a position in Elevance Health in Q1 2024 and held it in 7 quarters.
  • Florida Financial Advisors's Elevance Health position peaked at $396K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.